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Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (1894)	7/14/2012 12:07:55 PM
From: Spekulatius	Read Replies (3) \| Respond to of 4719

Re VZ - i think I would choose VOD rather than VZ. They own a large stake of Vz wireless but do not have to deal with the shrinking wireline business and the pensions like VZ. They do have to deal with the competitive European wireless markets, but they have high market shares and strong cash flows in these business, even though they are not growing. VOD does have stakes in emerging market wireless companies, that should provide future growth. VOD dividend yield is higher than VZ, they buy back their stock , their balance and FCF look better and i think the total return will be higher than VZ. I don't own it but have in the past. I think WEB would buy VOD rather than VZ, because it has less "baggage" and probably better owners earnings. I am not suggesting it as another stock for the challenge but I do feel compelled to comment on E_K_S suggestion.